Your Financial Future
Today’s economic environment presents many challenges
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. With challenges comes opportunities and potential rewards for those who can identify long-term trends.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Carol Dixon through her affiliation with HD Vest
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Being healthy not only makes you feel good, it may also help you financially.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The recent market drop is an important reminder of why it's important to take a long-term view.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.